Click2Export is a productivity add-on for Dynamics 365 CRM and Power Apps that allows users to export Dynamics CRM Reports/Word/Excel templates and CRM Views data in just one click. […]
Dynamics CRM for Professional Services
How does SharePoint 2010 being discontinued going to effect your CRM system? Find out how one organization thought they were good to go but after running the Modernization Scanner we […]
In today’s business landscape that has an increasing amount of salespeople working remotely, it is more important than ever that organizations have a collaboration platform in place that complements and […]
Relocating your on-premise solutions to the cloud is a massive undertaking. Not to mention expensive. But with COVID-19 still a major concern, businesses need to ensure their data and services […]
What are the results? You can read hundreds of articles about the features of Microsoft Dynamics 365, but it is the actual results that matter. Instead of just sharing overviews […]
Microsoft Dynamics 365 Customer Insights for Asset Management: Better Data Insights Lead to More (and Better) Opportunities For asset management firms, succeeding with only basic understanding of clients, advisors […]
Limitations with Salesforce Prompted this Financial Services Firm to Switch to Microsoft Dynamics 365 CRM and Power Apps Out-of-the-box CRM software like Salesforce cannot always address the unique needs […]
In response to the COVID-19 crisis and an increase in customer requests, Microsoft has decided to revise support for SharePoint Server 2010 products and technologies. Microsoft’s top priority is […]
How A Leading Global Asset Management Firm Increased Growth with the Microsoft Power Platform The most successful organizations are always looking for opportunities for growth. Not long ago, AKA Enterprise […]
Have a Problem that Salesforce Can’t Solve? Take a Look at the Microsoft Power Platform All successful financial services firms have one thing in common: a talented staff that works […]
How does SharePoint 2010 being discontinued going to effect your CRM system? Find out how one organization thought they were good to go but after running the Modernization Scanner we […]
In today’s business landscape that has an increasing amount of salespeople working remotely, it is more important than ever that organizations have a collaboration platform in place that complements and […]
Relocating your on-premise solutions to the cloud is a massive undertaking. Not to mention expensive. But with COVID-19 still a major concern, businesses need to ensure their data and services […]
What are the results? You can read hundreds of articles about the features of Microsoft Dynamics 365, but it is the actual results that matter. Instead of just sharing overviews […]
Microsoft Dynamics 365 Customer Insights for Asset Management: Better Data Insights Lead to More (and Better) Opportunities For asset management firms, succeeding with only basic understanding of clients, advisors […]
Limitations with Salesforce Prompted this Financial Services Firm to Switch to Microsoft Dynamics 365 CRM and Power Apps Out-of-the-box CRM software like Salesforce cannot always address the unique needs […]
In response to the COVID-19 crisis and an increase in customer requests, Microsoft has decided to revise support for SharePoint Server 2010 products and technologies. Microsoft’s top priority is […]
How A Leading Global Asset Management Firm Increased Growth with the Microsoft Power Platform The most successful organizations are always looking for opportunities for growth. Not long ago, AKA Enterprise […]
Have a Problem that Salesforce Can’t Solve? Take a Look at the Microsoft Power Platform All successful financial services firms have one thing in common: a talented staff that works […]